Our Clients

Homrich Berg serves more than 500 high-net-worth relationships nationwide. Our client base is made up of corporate executives, entrepreneurs, families, family trusts and foundations, and not-for-profit institutions.

A strong, trusting relationship with our clients is critical. At HB, we value our personal relationships with clients. With our unique business model and high service level, we expect lasting relationships with each client. We communicate frequently with meetings, phone calls and e-mails. In addition, other forms of communication inlude: 

Conferences

Clients can hear directly from HB advisors and financial industry experts on investment strategies and market outlooks. 

Client Vault

Here on our site, HB clients can access a password-protected portal with more information on their individual quarterly reports.  Clients can use the vault to consolidate their Estate and Tax documents in a secure location.

Social Gatherings

Several times a year, we invite our clients to socialize and interact with each other as well as members of their client service teams.

Investment Communication

Each month we send out a market monitor to all of our clients which provides our latest thoughts on investment allocation along with timely commentary.  As needed, we hold an investment call to update our clients on the state of the financial markets, our investment outlook, and our strategic response.